Personal Banker Associate I

Fifth Third Bancorp
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Consultative selling","Customer relationship management","Risk accountability","Professional communication","Ethical conduct"]

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small-business solutions. Proactively reach out with approved marketing tools, cross-sell to existing households, and support outside sales activities. Partner with mortgage and business teams to refer customers for holistic solutions, while processing teller transactions and maintaining compliance, risk accountability, and customer-focused service.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Personal Banker Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a Retail Personal Banker by using a consultative sales process and Financial Needs Assessment to build customer profiles, identify needs, and recommend retail and small-business solutions. Proactively reach out with approved marketing tools, cross-sell to existing households, and support outside sales activities. Partner with mortgage and business teams to refer customers for holistic solutions, while processing teller transactions and maintaining compliance, risk accountability, and customer-focused service.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future needs.
  • •Recommend appropriate retail consumer and small business solutions using the bank’s value proposition.
  • •Use CAMP and approved marketing tools to reach customers, set appointments, and support periodic financial reviews.
  • •Cross-sell to existing customers and engage in outside sales activities and community financial literacy events as directed.
  • •Process teller transactions, support loan processing through closing, and participate in opening/closing processes while maintaining confidentiality and risk controls.

Key Requirements

  • •College degree or work experience with transferrable skills, or a combination of education and experience.
  • •Demonstrated ability to perform sales activities to acquire new customers and cross-sell to existing customers.
  • •Understanding of advanced math functions to analyze credit and financial information.
  • •Ability to represent the bank professionally through appearance and verbal/written communication.
  • •Ability to develop working knowledge of Retail policies and procedures to make sound decisions.
Experience:Financial industry
Skills:Consultative sellingCustomer relationship managementRisk accountabilityProfessional communicationEthical conduct
Licenses:S.A.F.E. Act registration (NMLS)
Tech Stack:CAMPNMLSSAFE ActMU4R

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
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